Financial Planner

Financial Planner

Client Book

Location – North-West (Cheshire)

Base negotiable circa £85,000 plus bonus, on target £120,000 - £140,000

Hybrid / Remote

Comprehensive benefits

An established, award winning, highly reputable, and successful Chartered Wealth Management firm based in the North-West are currently recruiting a Senior Financial Planner to join its highly successful and friendly team.

Financial Planner - Job purpose

The firm currently has the capacity to recruit an experienced Senior Financial Planner to advise a client bank of up to £50m of assets of high-net-worth individuals. The current client bank consists of long standing and loyal clients of the company due to the retirement of a senior financial planner. If you have transferable clients, this is of course advantageous.

As a senior employee you will be expected to take a proactive and responsible approach to prospecting and contacting potential clients in accordance with the company business plan.

You must have strong communication skills and be adept at helping clients understand the complex solutions that they will benefit them. It is expected that you will continue to develop and forge strong relationships with their clients and maintain them to a high standard over time. This must be done in such a wa...